Balanced Wealth Group’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
113,208
+13,000
| +13% | +$1.16M | 4.38% | 8 |
|
|
2025
Q1 | $8.32M | Sell |
100,208
-1,582
| -2% | -$131K | 4.02% | 8 |
|
|
2024
Q4 | $9.43M | Buy |
101,790
+6,713
| +7% | +$622K | 4.23% | 8 |
|
|
2024
Q3 | $8.73M | Sell |
95,077
-206,078
| -68% | -$18.9M | 3.86% | 9 |
|
|
2024
Q2 | $7.75M | Buy |
301,155
+9,445
| +3% | +$243K | 3.53% | 9 |
|
|
2024
Q1 | $7.1M | Buy |
291,710
+265,139
| +998% | +$6.45M | 3.16% | 10 |
|
|
2023
Q4 | $2.22M | Buy |
+26,571
| New | +$2.22M | 1.16% | 22 |
|